RiskReversal Pod

Trust, Safety & Uber’s Trojan Horse: Can Tesla Catch Up to Waymo with Deirdre Bosa

Jun 5, 2025
In this discussion, Deirdre Bosa, the tech-savvy host of CNBC's Tech Check, joins to explore the future of autonomous vehicles, particularly Tesla's upcoming Robotaxi event. They dive into the crucial aspects of trust and safety in self-driving tech versus traditional ridesharing. The talk also highlights the fierce competition between Tesla and Waymo, along with broader implications for AI advancements. Additionally, the duo examines the rising intrigue around meme stocks and market trends in the generative AI space.
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ANECDOTE

Robo-Taxi Experience in SF

  • Deirdre Bosa shared how in San Francisco, robo-taxis like Waymo are a normal part of life and preferred over Uber for safety and experience.
  • She personally uses Tesla's Full Self-Driving on city and highway drives but would not yet trust it as a solo back-seat passenger.
INSIGHT

Trust Over Speed in Autonomous Vehicles

  • Trust and safety are the critical factors for the adoption and success of autonomous vehicles, more than speed or scale.
  • Tesla's vision-only approach contrasts with Waymo's sensor redundancy, with industry leaders deeming redundancy necessary for safety.
INSIGHT

Waymo's Trust Lead Over Tesla

  • Waymo has built years of paid rides creating trust, while Tesla’s full self-driving is still proving its safety and reliability.
  • Tesla’s smaller-scale rollout and two-seater robotaxi design raise questions about how quickly they can scale and compete.
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